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Beaumont Financial Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Beaumont Financial Advisors’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-193,359
Closed -$6.92M – 162
2014
Q3 		$6.92M Buy
+193,359
New +$7.43M 0.45% 63

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Beaumont Financial Advisors's IDV Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2014, closing a stake of 193,359 shares — an estimated $6.92M sold.

Beaumont Financial Advisors first reported a position in IDV in Q3 2014 and held it in 1 quarter. The position peaked at $6.92M in Q3 2014. 257 funds tracked by Wall St. Rank hold IDV as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 193,359 iShares International Select Dividend ETF shares in Q4 2014, an estimated $6.92M.
  • Beaumont Financial Advisors first reported a position in iShares International Select Dividend ETF in Q3 2014 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares International Select Dividend ETF position peaked at $6.92M in Q3 2014.
  • 257 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.